Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q4 2021
Institutional positions in Xcel Energy Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 912
- +92 vs. Q3 2021
- Shares held
- 408.9M
- +4.75M (+1.2%) vs. Q3 2021
- Total value
- $27.7B
- +$2.42B (+9.6%) vs. Q3 2021
- New holders
- 157
- 307 more added
- Sold out
- 65
- 287 more reduced
16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 6,702,839 | $453.2M | 0.13% | +96,667+1.5% | Added |
| Legal & General Group Plc | 6,720,525 | $455.0M | 0.14% | +296,420+4.6% | Added |
| Royal Bank of Canada | 6,967,205 | $471.7M | 0.12% | +762,010+12.3% | Added |
| Massachusetts Financial Services Co | 10,222,087 | $692.0M | 0.19% | +940,807+10.1% | Added |
| Geode Capital Management, LLC | 10,621,372 | $717.4M | 0.09% | +295,321+2.9% | Added |
| Price T Rowe Associates Inc | 18,572,017 | $1.26B | 0.11% | +12,342,965+198.2% | Added |
| Magellan Asset Management Ltd | 22,451,988 | $1.52B | 3.87% | −6,938,181−23.6% | Reduced |
| State Street Corp | 27,609,901 | $1.88B | 0.09% | +200,305+0.7% | Added |
| JPMorgan Chase & Co | 31,384,058 | $2.12B | 0.26% | −8,427,670−21.2% | Reduced |
| Vanguard Group Inc | 48,780,248 | $3.30B | 0.07% | +382,023+0.8% | Added |
| BlackRock Inc. | 54,190,365 | $3.67B | 0.09% | +1,755,729+3.3% | Added |
| Sofos Investments, Inc. | 408 | – | – | +403+8,060.0% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −7,461,922−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −245,012−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −240,932−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −104,829−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −51,577−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −45,181−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −25,028−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,612−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −20,828−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −17,283−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −17,083−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,865−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −9,877−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,752−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,723−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Fure Financial Corp | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | – | – | – | – | Not filed |
| Hexavest Inc. | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Filbrandt Wealth Management, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |